Filed October 4, 2011 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $635,067 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,094 | $2,226,388-90.1% | $91,001+143.0% | $177,276+24.7% |
| Participation rate | 98.7% | 85.1%+13.5pp | 75.6%+23.1pp | 74.8%+23.9pp |
| Annual return | 18.99% | 20.16%-1.2pp | 4.60%+14.4pp | 21.25%-2.3pp |
| Employer contribution / active EE | $8,440 | $4,139+103.9% | $2,456+243.7% | $2,479+240.5% |
| Participant deferral / active EE | $9,425 | $6,423+46.8% | $3,547+165.7% | $3,881+142.9% |
| Admin fee / account holder | $87 | $1,921-95.5% | $5,417-98.4% | $154-43.7% |